EverSource Wealth Advisors’s Old Second Bancorp OSBC Stock Holding History

EverSource Wealth Advisors’s Portfolio OSBC Stock Details OSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.9K	Sell	937 -625	-40%	-$13.4K	﹤0.01%	2370
2026 Q1	$31.5K	Sell	1,562 -42	-3%	-$843	﹤0.01%	2221
2025 Q4	$31.3K	Sell	1,604 -6	-0.4%	-$112	﹤0.01%	2077
2025 Q3	$27.8K	Buy	1,610 +130	+9%	+$2.34K	﹤0.01%	2112
2025 Q2	$26.3K	Buy	1,480 +1,215	+458%	+$19.8K	﹤0.01%	2083
2025 Q1	$4.41K	Buy	265 +251	+1,793%	+$4.49K	﹤0.01%	2560
2024 Q4	$249	Buy	+14	New	+$243	﹤0.01%	3384

Other funds holding OSBC

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

HEIP

Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

EverSource Wealth Advisors's OSBC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Old Second Bancorp (OSBC) stake by 40% in Q2 2026, selling an estimated $13.4K and leaving 937 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

EverSource Wealth Advisors first reported a position in OSBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.5K in Q1 2026. 34 funds tracked by Wall St. Rank hold OSBC as of Q2 2026.

EverSource Wealth Advisors held 937 shares of Old Second Bancorp worth $21.9K as of Q2 2026.
EverSource Wealth Advisors sold 625 Old Second Bancorp shares in Q2 2026, an estimated $13.4K.
Old Second Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2370 holding.
EverSource Wealth Advisors first reported a position in Old Second Bancorp in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Old Second Bancorp position peaked at $31.5K in Q1 2026.
34 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.